Portfolio Management Specialist

3 weeks ago

Calgary, Alberta, Canada Servus Credit Union Full time

Job Summary:

We are seeking a highly skilled Portfolio Manager to join our Stride Capital team at Servus Credit Union. As a Portfolio Manager, you will be responsible for developing and executing strategies to dispose of off-lease assets, working with third-party marketers and RBA.

Key Responsibilities:

  • Management of surrendered Equipment, including documentation, lien searches, credit reports, and unit evaluation for re-sale
  • Seizure of Equipment coordination, legal documentation, and full collection process
  • Engage the lawyers on an ongoing basis providing updated accounting, reviewing legal documentation, assisting with research, providing further instruction and approval as files progress
  • Prepare packages for CGI
  • Prepare and administrate claim through small claims court, including all stages up to judgement
  • Document all ingoing and outgoing calls in the notes of LeasePlus
  • Monitor all the various stages of equipment transition from seizure to the collection of deficiencies
  • Prepare all documents in relation to farm debt mediation

Requirements:

Experience:

  • Minimum of 5 years equipment leasing experience
  • Familiarity with business credit and security documents with an understanding of contract law as it pertains to security agreements
  • Experience working with challenged accounts along with practical knowledge of collection procedures
  • Strong negotiating and conversational skills to handle difficult conversations

Education and Training:

  • Post-secondary Degree in Business
  • Related graduate degree such as MBA, CPA or CFA would be an asset

What We Offer:

As a Portfolio Manager at Servus Credit Union, you will have the opportunity to work with a team of unique, authentic individuals who are passionate about reimagining financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Our employees are also members, which means you'll have all the benefits of being a member of the credit union, including profit sharing, voting for the board of directors, and all of the services we provide.

How to Apply:

Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process, please advise us at that time.

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